The Owner Portal: statements owners actually read

Owners want visibility, not paperwork

Yacht owners expect monthly statements, but they often do not look at them. The statements arrive as a PDF email, dense with numbers they do not understand. Margins are low. Revenue is scattered across different charts. Expenses are not separated by category. The owner calls the manager three days later with questions that should have been answered by the statement itself. The manager spends an hour on the phone instead of managing the fleet.

Yachtbase gives yacht owners their own portal. Each owner sees only the yachts they own and the data they have permission to view. They log in to see charts, not PDF attachments. They see rental income, expenses by type (maintenance, fuel, crew), and profit in their chosen currency. They can download statements, but the dashboard itself tells the story. Outstanding expenses, pending approvals and important messages appear on their first login.

Your team creates the statement once in Yachtbase, and it appears in the owner portal. If an owner wants to dispute a charge or approve a maintenance plan, they do so in the portal, not by email. Every action is logged. Nobody has to guess who approved what.

What you can do now

• Invite owners: Send invites to owners with customised access. One owner might see rentals and financials. Another might see maintenance records only.
• Grant permissions per yacht: Control what each owner sees: yacht details, rental history, financial statements, expense records, maintenance logs, documents or approvals.
• Issue statements: Create an owner statement showing rental income, expenses, profit and cash due. Yachtbase sends it to the portal and emails the owner automatically.
• Owners review financials: Owners log in to see interactive charts: revenue by month, expenses by category, cash in and out. Totals are separated by currency.
• Request approvals: Submit an expense or maintenance plan for owner approval. The owner reviews in the portal and approves, rejects, or disputes the charge. Full audit trail.
• Send messages: Message owners directly in the portal about yacht performance, maintenance, or seasonal planning. Owners can reply.

Why it matters

Owner relationships are the foundation of fleet and yacht management. An owner who trusts the numbers and sees them any time feels secure. An owner who has to chase the manager for updates feels ignored.

A professional owner portal says "we take this seriously". It reduces phone calls and email back-and-forth. Owners who understand their numbers approve upgrades and investments faster. Disputes shrink because the information is transparent and traceable.

Available

Available on Professional and Enterprise plans. Core plan includes owner functionality without the portal.